Search Results for: surprise

Citi U.S. Inflation Surprise Index Has inflation peaked in the U.S.? Image: The Daily Shot

ISM Manufacturing Index vs. S&P 500 Positive Sales Surprises Should U.S. equity investors expect small positive sales surprises ahead? Image: Morgan Stanley Wealth Management

Citi Economic Surprise Index The Citi Economic Surprise Index for the U.S. continues its decline. Will the Fed be more dovish than expected? Image: The Daily Shot

Citi U.S. Economic Surprise Index vs. 10-Year U.S. Treasury Yield Should investors expect U.S. Treasuries to rally? Image: Morgan Stanley Research

Inflation Surprise – Economic Surprise The risk of stagflation in the euro area is increasing significantly. Image: Gavekal, Macrobond

Earnings Surprise Should investors worry about the trend in earnings surprises? Image: BofA Global Research

S&P 500 Earnings Surprise % Will S&P 500 companies continue to beat at this unprecedented rate? Image: Morgan Stanley Research

U.S. Data Surprises – Inflation and Growth Is stagflation a real threat in the United States? Image: Deutsche Bank

Inflation Surprises Relative to Overall Data Surprises Is stagflation the greatest risk for investors? Image: BofA Global Research

S&P 500 Earnings Surprise Current estimates are forecasting an earnings surprise of 14.6% for the S&P 500, well above the long-run average of 7%. Image: J.P. Morgan Asset Management